28 / 334
B
Atos positioning and strategy
B.2
Market sizing and competitive landscape [G4-8] et [G4-13]
Trusted partner for your Digital Journey
28
Market sizing and competitive landscape
B.2
[G4-8] et [G4-13]
Overall market size
B.2.1
Overall worldwide IT spending is estimated to be worth $3.82
trillion (in constant currency); representing a 0.9% growth in
2016. Key segments had contrasting growth rates:
mobile services, enterprise fixed services and enterprise
mobile services) represents 41.4% of the IT market in
communications Services (consumer fixed services, consumer
•
positive 1.6% in 2016;
bundling of mobile services lead to a spending slowdown.
However, enterprise mobile service growth remained at a
services and global WANs. Increasing service provider
consolidation and increased transparency in pricing and
driving down costs via policies for Wi-Fi offload and contracts
optimizing the number of their providers for communications
constant dollars, and has seen a modest growth of 0.3% to
$1.58 trillion in 2016. Enterprise customers remain focused on
devices (PCs and tablets, mobile phones, and printers):
•
negative -5.8% in 2016;
represents 17.8% or $681 billion, with a projected growth of
13.2% in this CRM segment;
improved customer service and support. This leads to a
predicted five-year compound annual growth rate (CAGR) of
machine-learning powered engines to automate agents are
driving a surge of investment from organizations seeking
9.6%, or $367 billion, shows a growth of 6.9% in 2016.
Innovations in live chat, peer-to-peer communities, and
enterprise software (including security products): representing
•
demand is expected to stay robust, despite the disruptive
forces of software-defined infrastructure and cloud delivery;
data center systems and servers: represents 5% at
•
$193 billion, with a projected growth of 2.3% in 2016. User
trailed off in 2016. Longer term, it’s expected that buyers will
provide strong demand in the market;
the server segment was particularly strong in 2015 due to
•
enterprise installed base refreshes, but demand subsequently
external controller-based (ECB) storage continues to be
•
revised downward slightly, as a result of the impact of
be about $28.3 billion by 2020;
systems and cloud delivery on these traditional ECB storage
platforms. The total ECB storage spending is now expected to
alternative architectures such as hyper-converged integrated
center outsourcing. Global spending on IT outsourcing (ITO) is
forecast at a five-year CAGR of 5.8% through to 2020.
expected to grow at 4.7%, ranging from a 33.7% CAGR for
public cloud compute services, to a 4.6% decline for data
despite Atos’ rapid expansion in the US remains the Group’s
principal field of play. Through 2020, the IT services market is
which, around 30.4% or $274 billion is in Europe, which
$100 billion. Therefore the size of the IT services market
where Atos is primarily active is sized at $900 billion, of
representing 26.2% or $1.0 trillion grew 4.5% in 2016. Of this
sum, hardware and software support activities represent
IT services (Business IT services and IT product support):
•
growth is sub-Saharan Africa, with 2016 constant-currency
fastest-growing region is emerging Asia/Pacific, with 2016
constant-currency growth of 3.2%. The next best region for
Overall, IT spending results vary greatly by region. The largest
region remains North America, with $1.16 trillion. However, the
growth of 2.6%. The remaining regions are facing growth rates
between negative 1.9% and 2.2%.
2016 Business IT Services spend and growth
(in €
billion)
2016 growth vs. 2015
America (Canada, USA, and Latin America)
413.2
+23.1
+5.9%
Europe
274.3
+11.3
+4.3%
Rest of the World
213.0
+8.6
+4.2%
Total
900.5
+43.0
+5.0%
Source: Atos estimates and Gartner for Professional Services (Consulting, Implementation, IT Outsourcing, process management) in
constant currency (Constant 2016 Dollars)